+72.4%
UBER vs VTRS
-8.6%
+81.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VTRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.8% | -2.0% | -1.5% |
| 7D | -5.4% | -2.2% | -3.2% | -4.7% |
| 30D | -4.9% | +3.3% | -8.2% | -6.0% |
| 3M | +3.0% | +2.0% | +1.1% | +2.0% |
| 6M | -4.4% | +19.9% | -24.3% | -11.0% |
| YTD | -12.3% | +35.7% | -48.0% | -22.5% |
| 1Y | -24.3% | +68.1% | -92.4% | -38.6% |
| 3Y | +46.4% | +87.1% | -40.6% | +8.2% |
| 5Y | +79.7% | +47.6% | +32.0% | +40.1% |
| All | +72.4% | -8.6% | +81.0% | +67.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VTRS.
Daily Out/Under-Performance
Portfolio return minus VTRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VTRS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VTRS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling